The Investors Companion Limited in West Yorkshire, LS15 4HY

Description

Data updated on: 01-11-2023

The Investors Companion Limited has existed in this business for 19 years. Started with Companies House Reg No. 05568990 in 2005, the company is based at 27 Carrfield Road, West Yorkshire LS15 4HY. The company's SIC and NACE codes are 64999 and has the NACE code: Financial intermediation not elsewhere classified. The Investors Companion Ltd reported its latest accounts for the period that ended on 2021-09-30. Its most recent annual confirmation statement was released on 2022-07-22.

Regarding to the business, most of director's tasks have been performed by Julie M. and David S.. Amongst these two managers, David S. has been with the business for the longest time, having become one of the many members of directors' team 19 years ago.

David S. is the individual who has control over this firm, has substantial control or influence over the company, owns over 3/4 of company shares and has over 1/2 to 3/4 of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2012-09-30	2013-09-30	2014-09-30	2015-09-30	2016-09-30	2017-09-30	2018-09-30	2019-09-30	2020-09-30	2021-09-30	2022-09-30
Currency
Net Worth	78 625	81 031	78 137	63 607	87 241	87 716

Balance Sheet
Cash Bank On Hand						14 596	4 786	13
Current Assets	83 968	90 783	97 573	93 300	123 723	109 095	108 968	98 987	98 987	81 136	81 136
Net Assets Liabilities						87 716	86 509	99 261	99 260	81 320	81 320
Property Plant Equipment						484	363	273
Cash Bank In Hand	24 810	41 783	45 876	31 701	33 237	14 596
Debtors	18 830
Net Assets Liabilities Including Pension Asset Liability	78 625	81 031	78 137	63 607	87 241	87 716
Tangible Fixed Assets	733	958	569	180	645	484

Capital & Reserves
Called Up Share Capital	1	1	1	1	1	1
Profit Loss Account Reserve	78 624	81 030	78 136	63 606	87 240	87 715
Shareholder Funds	78 625	81 031	78 137	63 607	87 241	87 716

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment						4 262	4 383
Average Number Employees During Period						1	1	1	1	1
Creditors						21 863	22 234	588		-1	-1
Current Asset Investments	40 328	49 000	51 697	61 599	90 486	94 499	104 182	98 974
Fixed Assets	733	958	569	180	645	484	363	273	273	183	183
Increase From Depreciation Charge For Year Property Plant Equipment							121
Net Current Assets Liabilities	79 287	80 613	78 120	63 997	87 166	87 820	86 734	98 987	81 136	81 136	81 137
Property Plant Equipment Gross Cost						4 746	363	273
Total Assets Less Current Liabilities	80 020	81 571	78 689	64 177	87 811	88 304	87 097	99 261	99 260	81 320	81 320
Total Increase Decrease From Revaluations Property Plant Equipment								-90
Called Up Share Capital Not Paid Not Expressed As Current Asset								1	1	1
Accruals Deferred Income	1 395	540	552	570	570	588
Creditors Due Within One Year	4 681	10 170	19 453	29 303	36 557	21 275
Number Shares Allotted		1	1	1	1	1
Par Value Share		1	1	1	1	1
Share Capital Allotted Called Up Paid	1	1	1	1	1	1
Tangible Fixed Assets Additions		614			860
Tangible Fixed Assets Cost Or Valuation	3 272	3 886	3 886	3 886	4 746	4 746
Tangible Fixed Assets Depreciation	2 539	2 928	3 317	3 706	4 101	4 262
Tangible Fixed Assets Depreciation Charged In Period		389	389	389	395	161

Company staff

Julie M.

Role: Director

Appointed: 20 March 2024

Latest update: 19 April 2024

David S.

Role: Director

Appointed: 20 September 2005

Latest update: 19 April 2024

People with significant control

David S.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

over 1/2 to 3/4 of voting rights

substantial control or influence

Accounts Documents

Account next due date	30 June 2023
Account last made up date	30 September 2021
Confirmation statement next due date	05 August 2023
Confirmation statement last made up date	22 July 2022

Annual Accounts
Start Date For Period Covered By Report	2012-10-01
End Date For Period Covered By Report	2013-09-30
Annual Accounts 30 June 2015
Start Date For Period Covered By Report	2013-10-01
End Date For Period Covered By Report	2014-09-30
Date Approval Accounts	30 June 2015
Annual Accounts 30 June 2016
Start Date For Period Covered By Report	2014-10-01
End Date For Period Covered By Report	2015-09-30
Date Approval Accounts	30 June 2016
Annual Accounts 20 June 2017
Start Date For Period Covered By Report	2015-10-01
End Date For Period Covered By Report	2016-09-30
Date Approval Accounts	20 June 2017
Annual Accounts 28 June 2018
Start Date For Period Covered By Report	2016-10-01
End Date For Period Covered By Report	2017-09-30
Date Approval Accounts	28 June 2018
Annual Accounts
Start Date For Period Covered By Report	2017-10-01
End Date For Period Covered By Report	2018-09-30
Annual Accounts
Start Date For Period Covered By Report	2018-10-01
End Date For Period Covered By Report	2019-09-30
Annual Accounts
Start Date For Period Covered By Report	2019-10-01
End Date For Period Covered By Report	2020-09-30
Annual Accounts
Start Date For Period Covered By Report	2020-10-01
End Date For Period Covered By Report	2021-09-30
Annual Accounts
End Date For Period Covered By Report	30 September 2022
Annual Accounts 27 May 2014
Date Approval Accounts	27 May 2014

The Investors Companion Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Julie M.

David S.

Albert S.

People with significant control

David S.

Accounts Documents

Company filings

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